03/21/2012
Founded in 1986 by Chief Executive Officer Michael Stolper, the firm is based in Newtown Square, Pa., and has 84 employees, including 36 investment advisory and 12 research professionals.
03/21/2012
Affluent Singaporean investors remain bullish on Asia, but see more potential in regions like the Middle East and Africa (MEA), as well as North and Latin America, in the longer term, according to a survey by Standard Chartered Bank and Scorpio Partnershi
03/21/2012
The Wealth Management (UK&I) Advisory Committee, chaired by Sir Nigel Rudd, is comprised of experienced leaders
03/21/2012
The PAM app gives access to an easy-to-navigate platform from where users can find information quickly and research individual funds – from any location. Content can also be accessed offline.
03/21/2012
He will act as a senior ambassador for Coutts in the region, working closely with senior management on the strategic development of the business.
03/21/2012
Nigeria's super rich are no strangers to conspicuous consumption, and there's no better way to flaunt your wealth than by buying a brand new European sports car.
03/21/2012
HNW clients can receive advice on areas such as wealth management, estate planning, family business and philanthropy.
03/20/2012
Ultra Wealthy Say It Takes Work Ethic to Get Rich, Innovation to Stay There
Wealthy Agree on Importance of Innovation, Differ on Where It Should Come From
03/20/2012
Deutsche Bank has published its annual report for 2011.
03/20/2012
Dialogue & Asset Allocation is an innovative approach created by Societe Generale Private Banking for managing its private clients' financial and non-financial assets
03/20/2012
The Board of Arbuthnot Banking Group PLC has today agreed terms for the sale of Arbuthnot AG.
03/20/2012
Osama Abbasi, Asia Pacific chief executive officer at Credit Suisse Group AG, talks about the company's business strategy for the region and the Asian investment conference that the bank is hosting this week in Hong Kong.
03/20/2012
Boutique wealth managers have blamed the findings on the aggressive sales culture present in certain institutions, while private banks have been quick to refute the claims.
03/20/2012
Swiss bankers are on the defensive with their secretive industry under sustained attack for sheltering tax dodgers. Some cannot travel abroad for fear of arrest in tax investigations.
03/20/2012
AES International operates in several jurisdictions around the world, providing financial planning, wealth management and private banking services to expatriates living and working in Europe, the Middle East and other international markets.
03/20/2012
The business to be acquired includes clients who reside in Latin America, the Caribbean and Africa, as well as key private banking staff based primarily in Geneva, Switzerland and also includes a team in the Cayman Islands.
03/20/2012
Despite a challenging operating environment, LGT Group posted a solid result for the first half of 2011.
03/19/2012
The French are coming. One of France's leading asset management houses, Carmignac Gestion, launches in Britain this spring.
03/19/2012
Female personal care and service workers, which include butlers, valets, house sitters and shoe shiners, earned $1.02 for every $1 their male counterparts made in 2010, according to census data compiled by Bloomberg.
03/19/2012
Chief executive Ray Entwistle, former chairman of Adam & Co, said if the firm’s next round of fund raising was successful and the team decides to go ahead with the venture, the private bank will build a dedicated investment capability.